See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,398 | $114,381-84.8% | $107,525-83.8% | $142,382-87.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.60% | 242.71%-227.1pp | 181.32%-165.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,371 | $4,015-16.0% | $3,754-10.2% | $4,299-21.6% |
| Participant deferral / active EE | $6,924 | $5,564+24.4% | $5,116+35.3% | $6,507+6.4% |
| Admin fee / account holder | $2,729 | $9,860-72.3% | $8,919-69.4% | $12,624-78.4% |